Discussions

Previous to the latest update on Servicem8 you could set a Job Template to a specific customer. This way I could have job information, billing descriptions, pricing etc all customised to that customer. It was great for a business like mine who would often visit the same customer. I could go to the side list of job templates and select that customer and all the information is there - all I had to do was schedule. However now you are unable to set a customer on a job template. I don't really understand why this is the case, or what harm it could do by leaving that feature on. It was a great customisable way for us to schedule and we're a bit lost without it. Any feedback on whether this can be turned on again - or other work arounds would be appreciated.

Hi everyone,

I am going to make an addon for myself on the dispatch board which will open a photo (which is taken as screenshot from taskforce) and this photo has the job request on it.

I need to know how to list all the created document templates and need to create new document template using API by attaching the document

Developers, why don't you allow to update quote stamp on job via the API? If this is unimportant, can you please change it so it is allowed

I’m looking for assistance with developing a financing add-on for service m8. I’ve noticed that platforms like ServiceTitan and Housecall Pro have features where proposals with options display the financing price first. For example, instead of showing the total cost of a new furnace as $10,000, it presents the monthly payment of $320 upfront.

Is there a api endpoint for timesheet clock on and clock off not related to jobs

In Zapier there is a trigger for a New Job, but this is triggered immediately at Quote stage. There is also a trigger for when the status is changed to "Completed" ... However there is NOT a trigger for when the status is changed to "Work Order".

I've been playing about with the Rest API during the past few days with the intention of writing some addons/external integrations to ServiceM8. My understanding so far is that it is not possible to use the API unless you have a ServiceM8 account, because, without it, you cannot go though the authorization process to get tokens. Fine, but what if I want to provide my external integration to a customer who does not have an account? This must be possible, as it is my understanding that the old Customer Portal add-on, for example, did precisely that. The only way I can think of doing it is to essentially give the customer an access and refresh token which i have generated. Is that what is required?

Hello,